The Internal Service Portal is where you can customize the portal designed for your company's verification process for platform users.
Under Administration in the Portal Management section, you will see the Internal Service Portal. This portal is used to verify your teammates and platform users.
When inviting a new user to the platform, enabling the "Require Identity Verification" toggle will mandate the new user to verify their identity through the Internal Service Portal.
If you click on the Portal you will be taken to the Portal Settings Page.
Each portal contains various tabs that allow you to configure its settings, such as General, Modules, Restrictions, and Identity Verification.
To ensure that any changes made to the portal settings are not lost, remember to click on the green Save button after making any modifications. Alternatively, if you want to undo any changes that you have made, you can click on the Revert button to restore the portal settings to their previous state.
The General Tab allows you to configure the settings of the portal, such as its Name, Portal Enabled, Domain Pathname, Default, Tags, and Type.
Each setting in the General tab is described below:
- Name — The display name of the portal.
- Portal Enabled — Enables or disables the portal. When disabled, the portal cannot be accessed.
- Domain Pathname — Sets the URL path your internal team uses to access the portal.
- Default — Designates this portal as the default, so users are directed to it automatically.
- Tags — Assigns custom tags that identify each portal. When a user completes a KYC (Know Your Customer) process on a portal, the associated tag appears as the source of that user's KYC data in the Entities section.
- Type — Defines the classification of the portal (for example, internal or external), which determines how it is used within the platform.
What does the Modules tab do?
The Modules tab lets you view and configure all available modules and pages within this portal. Each module can be set to Enabled or Disabled.
What can you configure in the Restrictions tab?
The Restrictions tab lets you define how the portal handles user data by jurisdiction. For each jurisdiction, you can set the response to Accept, Reject, or Capture user information, and configure the Minimum Age requirement (verify the current default in your portal settings).
What can you configure in the Identity Verification tab?
The Identity Verification tab lets you control how identity documents are submitted. You can configure the portal to automatically submit documents for verification, or require users to submit them manually.
